Income Mail Archive
1-30-24: Sizing Up the New AI-Driven Rally
by Bryan Perry January 30, 2024 After such a strong (+19%) move higher in the past three months, many professional investors are asking what keeps this market rising. First off, it is [...]
1-23-24: It Seems Like Living With 3%-4% Inflation Is OK With Mr. Market
by Bryan Perry January 23, 2024 It seems by now that even people without a penny in the stock market have heard that the Fed’s target rate for inflation and cutting interest [...]
1-17-24: Bracing For More Volatility Ahead
by Bryan Perry January 17, 2024 The market stage is set for what looks to be a very bumpy ride ahead, as a series of fluid situations are ramping towards inflection points [...]
1-9-24: Two Lagging Income Sectors in 2023 Look Like Winners in 2024
by Bryan PerryJanuary 9, 2024As the bond market anticipates lower interest rates ahead, there is a mighty sea change underway within the broad income-generation space for investors seeking to lock in higher yields. [...]
1-3-24: Rising Debt is Weighing Down King Dollar’s Reign
by Bryan Perry January 3, 2024 It is widely understood that the U.S. dollar is still the world’s reserve currency, primarily because of its stability and acceptance in international trade. Ever since [...]
12-27-23: What The Tea Leaves Are Telling Us For 2024
by Bryan Perry December 27, 2023 In this coming year, it will be challenging to find a rallying cry as energetic as the AI-related surge of 2023. For most of 2023, tech [...]
12-19-23: New Bull Market for Regional Banks? Not So Fast
by Bryan Perry December 19, 2023 For the past six weeks, the market rally has lifted most sectors out of some very bearish downtrends, the financials being one of them. While there [...]
12-12-23: Investors Face a Mix of Year-End Bullish and Bearish Forces
by Bryan Perry December 12, 2023 It is hard to find a seasoned investor that doesn’t believe the stock market is overbought on a short-term basis, but there are some underlying catalysts [...]
12-5-23: Stocks Building on Gains Under the Power Of Bullish Fund Flows
by Bryan Perry December 5, 2023 Coming into the month of November, there was a high level of investor trepidation surrounding persistent inflation, further Fed tightening, the risk of a widening of [...]
11-28-23: The Bullish Case for U.S. High Yield Bonds
by Bryan Perry November 28, 2023 It appears that global bond yields have fallen across the spectrum, with the benchmark 10-year yields falling in tandem, after peaking in October. Here are recent [...]
11-21-23: A Technical Take on Where Mr. Market Stands Now
by Bryan Perry November 21, 2023 Investors would be hard pressed to find an experienced market technical analyst that doesn’t think the major averages are “pegged” at current levels – that is, [...]
11-14-23: The Teflon Tech Sector Is Leading a Chaotic Market
by Bryan Perry November 14, 2023 For the past month, the number and severity of risks to the bond and stock markets has risen, with some pundits wondering just how the market [...]